DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

51 hedge funds and large institutions have $28.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Samson Capital Advisors
New York
$3.97M
2
SIA
2
Sit Investment Associates
Minnesota
$3.83M
3
AAM
3
Advisors Asset Management
Colorado
$406K
4
LSA
4
Liberty Street Advisors
New York
$2.28M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$472K

Top Sellers

1
AIG
1
American International Group
New York
$2.7M
2
Comerica Bank
2
Comerica Bank
Texas
$167K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.48M
4
OC
4
Oppenheimer & Co
New York
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
26
M Holdings Securities
Oregon
$175K +$1.04K +133 +0.6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$168K +$168K +21,565 New
Comerica Bank
28
Comerica Bank
Texas
$167K -$159K -20,356 -49%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$139K -$6.81K -871 -5%
Creative Planning
30
Creative Planning
Kansas
$101K – – –
VKH
31
Virtu KCG Holdings
New York
$100K +$100K +12,758 New
CWM
32
Concert Wealth Management
California
$94K +$94K +12,000 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$83K -$8.77K -1,114 -10%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$79K -$5.03K -641 -6%
Ameriprise
35
Ameriprise
Minnesota
$79K – – –
FAAS
36
First Allied Advisory Services
California
$78K +$78K +10,000 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$68K +$8.36K +1,070 +14%
NFG
38
Next Financial Group
Texas
$67K +$1.07K +138 +2%
KT
39
Kanaly Trust
Texas
$59K – – –
MFS
40
MSI Financial Services
Massachusetts
$55K – – –
FCCM
41
First City Capital Management
Georgia
$36.1K – – –
SSB
42
Sandy Spring Bank
Maryland
$31K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$26K – – –
RIA
44
Regal Investment Advisors
Michigan
$25K +$25K +3,300 New
SEI Investments
45
SEI Investments
Pennsylvania
$16K +$16K +2,000 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
S
47
SignatureFD
Georgia
$8K – – –
ASN
48
Advisory Services Network
Georgia
$6K – – –
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$1.7K – – –
US Bancorp
50
US Bancorp
Minnesota
$1K +$1K +119 New
1
2
3